Skip to main contentCreating a Campaign
Step 1: Campaign Setup
- Go to the Campaigns section in the sidebar
- Click the Create Campaign button
- Select your campaign type
- Enter a campaign name (for internal reference only)
Step 2: Choose Your Recipients
- Select subscriber groups to receive your campaign
- Use segments for more targeted sending
- Exclude specific groups if needed
- View estimated recipient count
Step 3: Select a Template
Choose from several options:
- Recent Templates: Templates you’ve recently used
- Saved Templates: Your custom templates
- Gallery Templates: Pre-designed templates by MailGreet
- Files: Upload an HTML file
- Custom HTML: Create your own HTML code
- Start from Scratch: Begin with a blank template
Step 4: Design Your Email
Use the drag-and-drop editor to customize your email:
Content Blocks
- Text Block: Add paragraphs, headlines, or lists
- Image Block: Upload or select images from your library
- Button Block: Create call-to-action buttons
- Social Links: Add social media buttons
- Divider: Insert horizontal lines to separate content
- Video: Embed video content (displays as thumbnail)
- Custom HTML: Add custom HTML code
Design Tips
- Maintain consistent branding with your logo and colors
- Use a clear hierarchy with headlines and subheadings
- Keep paragraphs short and scannable
- Include compelling images that support your message
- Make your call-to-action buttons stand out
- Ensure mobile responsiveness by previewing on different devices
Set up the following campaign details:
Basic Settings
- Subject Line: Create an engaging subject (30-50 characters recommended)
- Preview Text: The short text preview recipients see in their inbox
- From Name: Who the email appears to be from
- From Email: The sender’s email address
- Reply-To Email: Where replies will be directed
Advanced Settings
- Tracking: Enable/disable open and click tracking
- Google Analytics: Add campaign tracking parameters
- Social Media Cards: Enable Twitter card preview
Step 6: Test Your Campaign
Before sending to your subscribers:
- Click Preview & Test
- Send a test email to yourself or team members
- Check for:
- Formatting issues
- Broken links or images
- Spelling and grammar
- Mobile responsiveness
- Personalization tags
- Spam trigger words
Step 7: Schedule or Send
Choose when to deliver your campaign:
- Send Now: Deliver immediately
- Schedule: Set a future date and time
- Time Zone Options: Send based on recipient’s time zone
- Delivery Optimization: Send at optimal times based on engagement data (available on higher plans)
Campaign Analytics
After sending your campaign, track performance metrics:
Key Metrics Dashboard
- Opens: Percentage and number of recipients who opened your email
- Clicks: Percentage and number of recipients who clicked links
- Unsubscribes: How many people opted out after this campaign
- Bounces: Failed deliveries (soft and hard bounces)
- Spam Complaints: Number of recipients who marked as spam
Advanced Analytics
- Click Map: Visual representation of which links received the most clicks
- Device Breakdown: Desktop vs. mobile opens
- Location Data: Geographic distribution of opens
- Time Analysis: When your emails were opened
- Engagement Timeline: Activity over time
Using Analytics to Improve
- Compare your metrics to industry benchmarks
- A/B test elements for consistent improvement
- Identify and segment your most engaged subscribers
- Clean your list based on engagement data
- Refine your content strategy based on most-clicked links
Campaign Management
Organizing Campaigns
- Use naming conventions for easy identification
- Filter campaigns by type, status, or date
- Archive old campaigns to keep your dashboard clean
- Create folders for different campaign categories
Duplicating Campaigns
Save time by duplicating successful campaigns:
- Find the campaign in your list
- Click the “Duplicate” option
- Update content, subject line, and recipients
- Schedule or send the new campaign
Campaign Status Definitions
- Draft: In-progress campaigns not yet sent
- Scheduled: Set to send at a future date/time
- Sending: Currently being delivered
- Sent: Completely delivered to all recipients
- Paused: Scheduled campaign put on hold
Best Practices
Subject Line Optimization
- Keep subject lines under 50 characters
- Avoid ALL CAPS and excessive punctuation (!!!)
- Use personalization when appropriate
- Create a sense of urgency or curiosity
- A/B test different approaches
Email Content Tips
- Write in a conversational, personable tone
- Focus on benefits rather than features
- Include one clear call-to-action per email
- Break content into scannable sections
- Use bullet points for easy reading
- Balance text and images (recommended ratio: 60% text, 40% images)
Send Time Optimization
- Tuesday, Wednesday, and Thursday typically have highest engagement
- Mid-morning (10am) and mid-afternoon (2pm) often perform well
- Consider your audience’s typical schedule
- Use send time optimization features if available
- Test different times and analyze results
Deliverability Best Practices
- Maintain a clean, permission-based subscriber list
- Regularly remove inactive subscribers
- Avoid spam trigger words
- Use authenticated sending domains (SPF, DKIM)
- Keep bounce rates under 2%
- Maintain consistent sending volume
Troubleshooting
Common Issues
Low Open Rates
- Check your subject line engagement
- Verify your sender reputation
- Ensure you’re not being filtered to spam
- Review your send time
- Clean your list of inactive subscribers
Low Click Rates
- Evaluate your call-to-action
- Check the relevance of your content
- Improve your content layout and readability
- Test button colors and placement
- Segment your audience for more relevant content
High Unsubscribe Rates
- Review your sending frequency
- Check content relevance to audience
- Ensure you’re meeting expectations set at signup
- Consider segmenting for more targeted content
Rendering Issues
- Test across multiple email clients
- Simplify complex designs
- Use mobile-responsive templates
- Reduce image file sizes
- Use standard fonts
Getting Help
- Check the MailGreet Knowledge Base for common issues
- Contact support via live chat for urgent matters
- Join the MailGreet community forum to discuss with other users
